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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,268 | $76,551+79.3% | $123,894+10.8% | $62,881+118.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.57% | 18.68%-5.1pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $4,837 | $2,882+67.8% | $4,617+4.8% | $2,281+112.1% |
| Participant deferral / active EE | $5,848 | $4,840+20.8% | $5,984-2.3% | $3,203+82.6% |
| Admin fee / account holder | $2,298 | $4,826-52.4% | $8,357-72.5% | $4,296-46.5% |